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403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH RESIDENTIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH RESIDENTIAL SERVICES, INC.
Employer identification number (EIN):251612868
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NANCY E. GALE2024-07-23
0012022-01-01NANCY E. GALE2023-07-20
0012021-01-01NANCY E. GALE2022-10-11
0012020-01-01NANCY E. GALE2021-04-23
0012019-01-01NANCY E. GALE2020-07-09
0012018-01-01NIKKI FINCH2019-05-23
0012018-01-01NIKKI FINCH2019-05-23
0012017-01-01PAULA J. PAGNOTTA2018-07-18 PAULA J. PAGNOTTA2018-07-18
0012016-01-01PAULA PAGNOTTA2017-06-27 PAULA PAGNOTTA2017-06-27
0012015-01-01DEBORAH FRIEDMAN2016-06-10 DEBORAH FRIEDMAN2016-06-10
0012014-01-01DEBORAH FRIEDMAN2015-07-01 DEBORAH FRIEDMAN2015-07-01
0012013-01-01DEBORAH FRIEDMAN2014-05-07 DEBORAH FRIEDMAN2014-05-07
0012012-01-01DEBORAH FRIEDMAN2013-07-31 DEBORAH FRIEDMAN2013-07-31
0012011-01-01DEBORAH FRIEDMAN2012-07-31 DEBORAH FRIEDMAN2012-07-31
0012010-01-01DEBORAH FRIEDMAN2011-07-21 DEBORAH FRIEDMAN2011-07-21

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-270
Total liabilities as of the end of the plan year2025-08-270
Total liabilities as of the beginning of the plan year2025-08-270
Total expenses incurred by plan in this plan year2025-08-274544
Net assets as of the end of the plan year2025-08-27570047
Total assets as of the beginning of the plan year2025-08-27437746
Value of plan covered by a fidelity bond2025-08-2760000
Participant contributions to plan in this plan year2025-08-2769938
Other expenses paid from plan in this plan year2025-08-270
Other contributions to plan in this plan year2025-08-270
Other income to plan in this plan year2025-08-2753328
Plan net income in this plan year2025-08-27132301
Net assets as of the end of the plan year2025-08-27570047
Net assets as of the beginning of the plan year2025-08-27437746
Employer contributions to plan in this plan year2025-08-2713579
Fees paid to broker by Benefit Provider2025-08-2780
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-27213
2024 : 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2313481
Net assets as of the end of the plan year2024-07-23437746
Total assets as of the beginning of the plan year2024-07-23325011
Value of plan covered by a fidelity bond2024-07-2360000
Participant contributions to plan in this plan year2024-07-2364418
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2351965
Plan net income in this plan year2024-07-23112735
Net assets as of the end of the plan year2024-07-23437746
Net assets as of the beginning of the plan year2024-07-23325011
Employer contributions to plan in this plan year2024-07-239833
Fees paid to broker by Benefit Provider2024-07-2384
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2384
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH RESIDENTIAL SERVICES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-118988
Net assets as of the end of the plan year2022-10-11294669
Total assets as of the beginning of the plan year2022-10-11212162
Value of plan covered by a fidelity bond2022-10-1160000
Participant contributions to plan in this plan year2022-10-1139144
Other expenses paid from plan in this plan year2022-10-11123
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1133982
Plan net income in this plan year2022-10-1182507
Net assets as of the end of the plan year2022-10-11294669
Net assets as of the beginning of the plan year2022-10-11212162
Employer contributions to plan in this plan year2022-10-1118369
Fees paid to broker by Benefit Provider2022-10-11131

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